Providing on-line, non-downloadable software for the creation, marketing and presentation of financial plans for financial advisors and consumers

Downloadable computer software for the creation, marketing and presentation of financial plans for financial advisors and consumers

Computer software for the creation, marketing and presentation of financial plans for financial advisors and consumers

Educational publications, namely, printed books and workbooks in the fields of problem-solving, creativity, innovation, resilience, adaptive thinking and change management